BALIS LEWITTES & COLEMAN, INC.
CRD #33345 SEC #801-44029 NEW YORK, NY 212-350-4400
SEC Registered Broker-Dealer
Total AUM
$293.6M
Discretionary
$118.8M
Employees
--
Clients
0
Accounts
627
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Nov 4, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALIS, CHARLES EDWARD | I | PRESIDENT | C | Control |
| BALIS, CHARLES EDWARD | I | PRESIDENT | C | Control |
| BALIS, CHARLES EDWARD | I | PRESIDENT | C | Control |
| BALIS, CHARLES EDWARD | I | CHAIRMAN | C | Control |
| COLEMAN, MATHEW DAVID SR | I | VICE PRESIDENT | C | Control |
| COLEMAN, MATHEW DAVID SR | I | VICE PRESIDENT | C | Control |
| COLEMAN, MATHEW DAVID SR | I | VICE PRESIDENT | C | Control |
| COLEMAN, MATHEW DAVID SR | I | VICE PRESIDENT | C | Control |
| LEWITTES, DAVID JOSEPH | I | VICE PRESIDENT | C | Control |
| LEWITTES, DAVID JOSEPH | I | VICE PRESIDENT | C | Control |
| LEWITTES, DAVID JOSEPH | I | VICE PRESIDENT | C | Control |
| LEWITTES, DAVID JOSEPH | I | PRESIDENT | C | Control |
| LEVINSON, VICTOR | I | VICE PRESIDENT | B | Control |
| LEVINSON, VICTOR | I | VICE PRESIDENT | B | Control |
| LEVINSON, VICTOR | I | VICE PRESIDENT | B | Control |
| LEVINSON, VICTOR | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Nov 4, 2003 REGISTERED
Notice Filings (28)
CA CO CT DC DE FL GA IL KS MA MD ME MI MO MS NC NJ NY OH OR PA RI SC SD VA VT WA WI
Address
909 THIRD AVE30TH FLOOR
NEW YORK, NY 10022
USA
Phone: 212-350-4400